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Hot Topic EARNINGS
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On the Money

How retail investors update beliefs based on financial advice

On the Money
2

Financial advice, investor beliefs – focus on NZ, Australia
On the Money
3

Financial advice, investor beliefs: active vs passive strategies
On the Money

‘Gamification of finance’ part of investors having fun

On the Money
2

Investors just wanna have fun
On the Money
2

Relative active vs passive performance in equity and bond sectors

ANALYSIS: Morningstar analysis needs further perspective added for retail investors.

Brent Sheather Sun, 10 Dec 2023
On the Money

Quantifying asset management fees’ effect on retiree income

ANALYSIS: Even a 1% total annual fee is a big deal for anyone with an interest in the residual assets.

Brent Sheather Sun, 26 Nov 2023
On the Money
7

Trustee lessons from the Mulligan case

ANALYSIS: Bottom line was that it was no longer okay to sit around drinking cups of tea and being polite with their co-trustees.

Brent Sheather Sun, 12 Nov 2023
On the Money
4

Personal liability a key factor in trustee investing

ANALYSIS: A reminder that trustees can be personally liable for breaching their duty to invest prudently, diversely.

Brent Sheather Sun, 29 Oct 2023
On the Money

How should trustees invest?

ANALYSIS: A trustee should be more cautious and take less risk than if the trustee were investing for him/herself.

Brent Sheather Sun, 15 Oct 2023
On the Money
4

Dirty DIMS done dirt cheap

ANALYSIS: What were the big reasons for the poor performance of this particular portfolio relative to the benchmark?

Brent Sheather Sun, 01 Oct 2023
On the Money
4

Digging the dirt on DIMS

ANALYSIS: To what extent, if any, do DIMS managers deviate from best practice as regards portfolio management by directing clients’ assets to their own fund management businesses?

Brent Sheather Sun, 17 Sep 2023
On the Money
4

What’s going on with DIMS?

ANALYSIS: There can be good reasons to trust your adviser to make portfolio decisions on your behalf. But you can’t totally avoid responsibility.

Brent Sheather Sun, 03 Sep 2023
On the Money
2

Would the real risk profile please stand up – part 2

ANALYSIS: In investment plans, advisers need to clearly differentiate between safe income and income from realised capital gains so clients are aware of risks.

Brent Sheather Sun, 20 Aug 2023
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Hunter’s Corner
12

Orr was right to step down from RBNZ
Infrastructure
2

Govt nearly $800m in the red over cancelled interisland ferries

Investment

Spark kicks off asset sales with low hanging Digital Island fruit
Private Bin

Orr’s exit, Treasury smarts, IRD scammers, space nuts
Morning Brew

ECB trims interest rate again; Trump pauses Mexico tariffs
Politics
2

Wellington Water's problems reinforce need for water reform
Economics
36

‘A surprise’: RBNZ governor Adrian Orr quits
Infrastructure
25

Ambitious bid to create a single trans-Tasman electricity market
Economy Matters
21

Is New Zealand doomed to mediocracy?
Politics
16

Higher taxes part of Green Party plan to redistribute wealth
Hunter’s Corner
12

Orr was right to step down from RBNZ
Investment
10

Air New Zealand CEO Greg Foran resigns
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